財務策劃高等文憑 (CEF) - 香港大學專業進修學院: Financial Services and Insurance課程
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Accounting & Finance Financial Services and Insurance

Advanced Diploma in Financial Planning
財務策劃高等文憑

CEF Reimbursable Course (selected modules only)

CEF Reimbursable Course (selected modules only)

Course Code
FN005A
Application Code
1945-FN005A

Study mode
Part-time
Start Date
To be advised
Next intake(s)
Jan 2022
Duration
1 year to 2 years
Language
English
Course Fee
Business modules HK$3,400- HK$5,550
FFP module: HK$15,000
CFP level 1 & 2 modules: HK$5,000
*(course fees are subject to change without prior notice)
Apply Now
Deadline on 23 Aug 2021 (Mon)
Enquiries
2867 8468
2861 0278
The latest class schedule is ready! Applications invited for Sep 2021 intake!

政府加碼資助 $20,000 CEF讀書, 快快讀完個CFP!

This programme prepares students for the CFP® Certification Examination (Foundation Level) and CFP® Certification Examination (Level 1 and 2) organized by the Institute of Financial Planners of Hong Kong. In addition, the programme also enables students to enter Year 3 of Edinburgh Napier University’s Bachelor of Arts (with Honours) in Financial Services degree programme. Besides, degree holders can further their studies in finance postgraduate programmes (e.g., Postgraduate Diploma in Investment Management, Postgraduate Diploma in Investment Management and Financial Intelligence, Postgraduate Diploma in Applied Financial Engineering, Postgraduate Diploma in Finance and Data Analytics) and Master of Science in Finance and Data Analytics which is in collaboration with the University of Essex.

根據IFPHK每年調查結果,於2020年11月至2021年2月CFP®專業人士入息超越60萬者約佔58.9%,收入超越100萬者約佔28.2%,收入超越200萬者約佔5.8%, 快快考返個牌為自己增值。

完成財務策劃高等文憑課程, 學生可直接入讀 ENU 第三年學士學位, 並可同時為您賺取CFP®專業資格. Articulation to Edinburgh Napier University’s Bachelor of Arts (with Honours) in Financial Services

For degree holders, they can be further articulated to the following finance postgraduate diploma programmes and master of science programme.

(1) Postgraduate Diploma in Investment Management

(2) Postgraduate Diploma in Investment Management and Financial Intelligence

(3) Postgraduate Diploma in Applied Financial Engineering

(4) Postgraduate Diploma in Finance and Data Analytics

The Institute of Financial Planners of Hong Kong (IFPHK) has announced new Associate Financial Planner® (AFP®) and Certified Financial Planner® (CFP®) education programmes for the benefit of professionals working in the Financial Planning industry.

There are now three levels of education programmes and examinations leading to the AFP® and CFP® qualifications: the FFP Education Programme (120 hours), CFP Level 1 Education Programme (total 120 hours) and CFP Level 2 Education Programme (40 hours).

Students must progress through each level one at a time to obtain the AFP® and CFP® qualifications.  Students can approach the IFPHK to learn the details of the various education programmes and FFP course exemption. 

News about CFP®:

CFP考試Tips大公開《經濟一週》

Obtaining the Advanced Diploma/Diploma in Financial Planning

Students who complete all 11 modules in the programme (FFP, CFP Level 1, CFP Level 2 and business modules) will be awarded the Advanced Diploma in Financial Planning. Students who complete the first 5 modules (FFP, CFP level 1 and CFP Level 2) will be granted an exit award, the Diploma in Financial Planning.

Obtaining the AFP®/CFP® qualification

This programme also allows students to sit for the AFP® and CFP® Professional examinations run by the Institute of Financial Planners of Hong Kong. Students who complete the FFP module will qualify to sit for the CFP® Certification Examination (Foundation Level).  Similarly, students who complete the CFP Level 1 modules will qualify to sit for the CFP® Certification Examination (Level 1). Students who continue on to complete the CFP Level 2 module will qualify to sit for the CFP® Certification Examination (Level 2).

Students who complete all the FFP, CFP Level 1 and 2 and business modules will be able to enter Year 3 of Edinburgh Napier University’s Bachelor of Arts (with Honours) in Financial Services programme. Students will also be awarded the Advanced Diploma in Financial Planning.

Application Code 1945-FN005A Apply Online Now
Apply Online Now

Duration
  • The Advanced Diploma in Financial Planning consists of 514 lecture hours while the Diploma in Financial Planning consists of 280 lecture hours.
Venue

HKU SPACE has revamped its Advanced Diploma in Financial Planning to incorporate the AFP® and CFP® cerification education programmes. The full programme now consists of 11 modules as follows:

FFP Module:

1.  Fundamentals of Financial Planning (FFP) for AFP (120 hours)

CFP Level 1 Modules:

2.  Insurance Planning and Risk Management (40 hours)
3.  Investment Planning and Asset Management (40 hours)
4.  Tax Planning and Estate Planning (40 hours)

CFP Level 2 Module:

5. Advanced Financial Planning (40 hours)

** A certificate of Diploma in Financial Planning will be issued to a participant who has completed the above module (FFP module + CFP Level 1 modules + CFP Level 2 module)

 Business Modules: (for January 2018 intake onward) (tentative and subjective to further amendment)

  1. Basic Accounting (36 hours lecture +18 hours tutorial)
  2. Business Economics (Economics) (27 hours lecture + 9 hours tutorial)
  3. Business Economics (Statistics) (27 hours lecture + 9 hours tutorial)
  4. Management Information Systems (36 hours)
  5. Business Management (Organisational Behaviour) (27 hours lecture + 9 hours tutorial)
  6. Marketing of Financial Services (36 hours)

** A certificate of Advanced Diploma in Financial Planning will be issued to a participant who has completed the above module (FFP module + CFP Level 1 modules + CFP Level 2 module + Business modules)

Exemptions from the 6 business modules may be granted to those who have completed equivalent courses at recognised post-secondary institutions or professional examinations. For the Advanced Diploma, the maximum number of exemptions are  60 out of 120 credits. 

Sep 2021 Intake:

CFP Modules:

CFP module

Business Modules:

Business module (Sep2021 intake)

 
 
Old students admitted before 1 January 2018 can take:
1. ACCT4060 - Principles of Accounting
2. FINA4001 - Economics
3. COML4034 - Law
4. FINA4144 - Basic Finance
5. IMAT4001 - Management Information System
6. MGNT4003 - Organisational and Management
7. FINA4026 - Marketing of Financial Services
New students admitted after 1 January 2018 can take:
1. ACCT4001 - Basic Accounting 
2. FINA4154 - Business Economics (Economics)
3. FINA4155 - Business Economics (Statistics)
4. IMAT4001 - Management Information System
5. MGNT4065 - Business Management (Organisational Behaviour)
6. FINA4156 - Marketing of Financial Services

Applicants should

  • have gained in the HKCEE Grade E in 3 subjects and Level 2 in Chinese Language and English Language; OR
  • have gained in the HKDSE Level 2 in 5 subjects; OR
  • be aged 21 years of age or above and have 3 years of work experience.
  • IFPHK candidacy is a pre-requisite for the Advanced Diploma in Financial Planning Programme

*With effect from 2007, HKU SPACE recognizes Grade E previously awarded for Chinese Language and English Language (Syllabus B) (Grade C in the case of English Language (Syllabus A)) at HKCEE as an acceptable alternative to Level 2 in these two subjects at HKCEE.

**Please upload copy of HKID and complete Employment Information while applying online. 

Application Fee

HK$150 (Application fee is non-refundable)

Course Fee
  • Business modules HK$3,400- HK$5,550
    FFP module: HK$15,000
    CFP level 1 & 2 modules: HK$5,000
    *(course fees are subject to change without prior notice)
  • The CEF Institution Code of HKU SPACE is 100
CEF Courses
Organization and Management (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 21Z06088-0 FEES $4,150 ENQUIRY 2867-8468
Business Economics (Economics) (Module from Advanced Diploma in Financial Planning)
COURSE CODE 21Z10261-3 FEES $3,400 ENQUIRY 2867-8468
Business Economics (Statistics) (Module from Advanced Diploma in Financial Planning)
COURSE CODE 21Z10262-1 FEES $3,400 ENQUIRY 2867-8468
Business Management (Organisational Behaviour) (Module from Advanced Diploma in Financial Planning)
COURSE CODE 21z10263-A FEES $3,500 ENQUIRY 2867-8468
CEF Courses
Fundamentals of Financial Planning for AFP (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z08651-6 FEES $15,000 ENQUIRY 2867-8468
Insurance Planning and Risk Management (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z06301-A FEES $5,000 ENQUIRY 2867-8468
Investment Planning and Asset Management (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z06302-8 FEES $5,000 ENQUIRY 2867-8468
Tax Planning and Estate Planning (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z08652-4 FEES $5,000 ENQUIRY 2867-8468
Advanced Financial Planning (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z06305-2 FEES $5,000 ENQUIRY 2867-8468
Basic Accounting (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z06307-9 FEES $4,050 ENQUIRY 2867-8468
Economics (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z06306-0 FEES $3,900 ENQUIRY 2867-8468
Law (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z06308-7 FEES $4,050 ENQUIRY 2867-8468
Basic Finance (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z06309-5 FEES $4,300 ENQUIRY 2867-8468
Management Information Systems (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z06310-9 FEES $4,300 ENQUIRY 2867-8468
Marketing of Financial Services (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z06311-7 FEES $5,550 ENQUIRY 2867-8468
Continuing Education Fund Reimbursable Course Continuing Education Fund Reimbursable Course (selected modules only)
Some modules of this course have been included in the list of reimbursable courses under the Continuing Education Fund.

Advanced Diploma in Financial Planning

  • This course is recognised under the Qualifications Framework (QF Level [4])

Online Application Apply Now

Application Form Application Form

Enrolment Method
Payment Method
1. Cash, EPS, WeChat Pay Or Alipay

Course fees can be paid by cash, EPS, WeChat Pay or Alipay at any HKU SPACE Enrolment Centres.

2. Cheque Or Bank draft

Course fees can also be paid by crossed cheque or bank draft made payable to “HKU SPACE”. Please specify the programme title(s) for application and the applicant’s name.. You may either:

  • bring the completed form(s), together with the appropriate course or application fees in the form of a cheque, and any required supporting documents to any of the HKU SPACE enrolment centres;
  • or mail the above documents to any of the HKU SPACE Enrolment Centres, specifying  “Course Application” on the envelope.  HKU SPACE will not be responsible for any loss of payment sent by mail.
3. VISA/Mastercard

Applicants may also pay the course fee by VISA or Mastercard, including the “HKU SPACE Mastercard”, at any HKU SPACE enrolment centres. Holders of the HKU SPACE Mastercard can enjoy a 10-month interest-free instalment period for courses with a tuition fee worth a minimum of HK$2,000; however, the course applicant must also be the cardholder himself/herself. For enquiries, please contact our staff at any enrolment centres.

4. Online Payment

Online application / enrolment is offered for most open admission courses (course enrolled on first come, first served basis) and selected award-bearing programmes. Application fees and course fees of these programmes/courses can be settled by using "PPS by Internet" (not available via mobile phones), VISA or Mastercard. In addition to the aforesaid online payment channels, continuing students of award-bearing programmes, if their programmes offer online service, may also pay their course fees by Online WeChat Pay, Online Alipay and Faster Payment System (FPS). Please refer to Enrolment Methods - Online Enrolment  for details.

Notes

  • If the programme/course is starting within five working days, application by post is not recommended to avoid any delays. Applicants are advised to enrol in person at HKU SPACE Enrolement Centres and avoid making cheque payment under this circustance.
  • Fees paid are not refundable except under very exceptional circumstances (e.g. course cancellation due to insufficient enrolment), subject to the School’s discretion. In exceptional cases where a refund is approved, fees paid by cash, EPS, WeChat Pay, Alipay, cheque or PPS (for online payment only) will normally be reimbursed by a cheque, and fees paid by credit card will normally be reimbursed to the payment cardholder's credit card account.
  • In addition to the published fees, there may be additional costs associated with individual programmes. Please refer to the relevant course brochures or direct any enquiries to the relevant programme team for details.
  • Fees and places on courses cannot be transferrable from one applicant to another. Once accepted onto a course, the student may not change to another course without approval from HKU SPACE. A processing fee of HK$120 will be levied on each approved transfer.
  • Receipts will be issued for fees paid but HKU SPACE will not be repsonsible for any loss of receipt sent by mail.
  • For payment certification, please submit a completed form, a sufficiently stamped and self-addressed envelope, and a crossed cheque for HK$30 per copy made payable to "HKU SPACE" to any of our enrolment centres.